Purchases and Sales Made in Q1 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.19K- 3.72% |
$1.36M - $1.51M
|
186K
$41.3M
|
|
|
Jun 17, 2024
Q1 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-7.21K- 6.35% |
$1.37M - $1.52M
|
106K
$23.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.21K- 2.49% |
$1.37M - $1.52M
|
283K
$62.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-7.28K- 27.2% |
$1.38M - $1.53M
|
19.5K
$4.32M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.38K- 1.86% |
$1.4M - $1.55M
|
388K
$86.2M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7.5K- 75.0% |
$1.42M - $1.58M
|
2.5K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-7.59K- 6.76% |
$1.44M - $1.6M
|
105K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.6K- 13.37% |
$1.44M - $1.6M
|
49.3K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-7.67K- 77.02% |
$1.45M - $1.61M
|
2.29K
$508K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.69K- 10.86% |
$1.46M - $1.62M
|
63.1K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.89K- 3.16% |
$1.5M - $1.66M
|
242K
$53.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-7.91K- 87.45% |
$1.5M - $1.66M
|
1.14K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-8.03K- 23.41% |
$1.52M - $1.69M
|
26.3K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.17K- 55.39% |
$1.55M - $1.72M
|
6.58K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.22K- 20.31% |
$1.56M - $1.73M
|
32.3K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.26K- 37.54% |
$1.56M - $1.74M
|
13.7K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-8.77K- 50.66% |
$1.66M - $1.84M
|
8.54K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-8.85K- 2.63% |
$1.68M - $1.86M
|
328K
$72.8M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-8.95K- 35.53% |
$1.7M - $1.88M
|
16.2K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-9.15K- 26.6% |
$1.73M - $1.92M
|
25.3K
$5.6M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.19K- 24.63% |
$1.74M - $1.93M
|
28.1K
$6.24M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.26K- 88.41% |
$1.75M - $1.95M
|
1.21K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.43K- 0.29% |
$1.79M - $1.98M
|
3.25M
$721M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-9.67K- 4.27% |
$1.83M - $2.03M
|
217K
$48.2M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-9.73K- 35.01% |
$1.84M - $2.05M
|
18.1K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.74K- 14.53% |
$1.84M - $2.05M
|
57.3K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-10K- 30.35% |
$1.89M - $2.1M
|
23K
$5.09M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-10.4K- 88.08% |
$1.98M - $2.19M
|
1.41K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10.5K- 73.64% |
$1.99M - $2.21M
|
3.76K
$835K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11.3K- 94.74% |
$2.14M - $2.37M
|
626
$139K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11.3K- 18.15% |
$2.14M - $2.38M
|
50.9K
$11.3M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.8K- 3.24% |
$2.23M - $2.48M
|
352K
$78.1M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-11.9K- 12.35% |
$2.25M - $2.49M
|
84.2K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-12.5K- 1.98% |
$2.36M - $2.62M
|
617K
$137M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-12.5K- 93.28% |
$2.37M - $2.63M
|
900
$200K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-13.1K- 1.89% |
$2.48M - $2.75M
|
679K
$151M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-13.2K- 2.68% |
$2.51M - $2.78M
|
480K
$106M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 18.6% |
$2.55M - $2.83M
|
58.9K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.6K- 25.99% |
$2.58M - $2.86M
|
38.7K
$8.59M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.8K- 31.22% |
$2.61M - $2.9M
|
30.4K
$6.75M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 1.9% |
$2.64M - $2.93M
|
718K
$159M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-14K- 91.17% |
$2.66M - $2.95M
|
1.36K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-14.1K- 92.13% |
$2.67M - $2.96M
|
1.2K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-14.5K- 72.46% |
$2.75M - $3.05M
|
5.52K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-15.1K- 68.73% |
$2.86M - $3.18M
|
6.87K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15.2K- 2.94% |
$2.87M - $3.19M
|
501K
$111M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.6K- 38.72% |
$2.96M - $3.28M
|
24.7K
$5.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-16.1K- 86.1% |
$3.04M - $3.38M
|
2.59K
$576K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.2K- 75.27% |
$3.06M - $3.4M
|
5.31K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 5.82% |
$3.08M - $3.42M
|
263K
$58.4M
|